Zachary Berg

Zachary M. Berg

Wealth Manager, First Republic Investment Management
Industry Accolades
  • Best-in-State Wealth Management Teams
    Forbes, 2023

Data provided by SHOOK ® Research, LLC – Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Neither SHOOK nor Forbes receive compensation in exchange for its Top Wealth Management Teams placements or rankings, which are determined independently (see methodology above). Participation in this directory is limited to ranked teams and advisors; once placed on a ranking, teams or advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor or team and not indicative of future performance or representative of any one client's experience. Investors must carefully choose the right advisor or team for their own situation and perform their own due diligence. Past performance is not an indication of future results. For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC.

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

Zachary M. Berg

Wealth Manager, First Republic Investment Management
  • Wealth Management Experience Since 2011
    Zachary Berg is a Managing Director and Wealth Manager at First Republic Investment Management. Prior to joining First Republic in 2015, Mr. Berg spent five years at Credit Suisse in Private Banking North America, located in West Palm Beach, Florida. Prior to joining Credit Suisse, Mr. Berg spent 13 years in the commercial real estate industry. He served as the Director of Operations for American Commercial Realty Corp and participated in the acquisition of over one million square feet of commercial space throughout the nation.
  • Community Involvement
    Mr. Berg is currently on the Foundation Board of Florida Atlantic University and serves as the Chair of the Investment Committee. He is also an active member of the Kravis Center. Mr. Berg is the immediate Past Chair of the Board of Directors for Take Stock in Children, Palm Beach County. He previously served on the Board of Directors for the Jewish Community Center of Palm Beach, Leadership Palm Beach County (Class of 2014) and the Young Leadership division of the Jewish Federation of Palm Beach County.
  • Professional Designation
    He is a CERTIFIED FINANCIAL PLANNER™ professional.
  • Education
    Mr. Berg received his MBA and Bachelor of Arts degree in Political Science from Florida Atlantic University in Boca Raton, Florida.
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